Are you a Utah resident nearing retirement (or already retired)?

See How This Little-Known Retirement Method is Helping Utah Couples Keep More of Their Money — and Pay Less in Taxes

Learn the proprietary B.O.S.S. system designed to help you avoid costly mistakes, reduce taxes, and retire with confidence — starting with a free personalized analysis.

A SPECIAL OFFER from the "Retirement Brothers" Tyson Thacker and Ryan Thacker, hosts of Retirement Solutions TV, Radio, and Podcast, and co-founders of B.O.S.S. Retirement Solutions & Advisors.

Complete the form below to receive your personalized B.O.S.S. Retirement Blueprint™

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BONUS BOOK OFFER: Receive a complimentary copy of Ryan & Tyson's latest retirement planning book! After your first call with us we’ll send you a digital copy. This is our gift to you — whether we can help you or not! See below for more details…

We never spam and we don't share your information. By submitting your personal information, you consent to be contacted by a financial professional by phone, email, and/or automated SMS regarding your financial strategy for retirement.

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STEP ONE

Request your custom B.O.S.S. Retirement Blueprint™ using the form on this page.

This includes THREE personalized analyses: Our Social Security Solution™, Retirement Tax Analysis™, and Retirement Risk Report™.

STEP TWO

Schedule a time with a B.O.S.S. Retirement Advisor.

Our team will follow-up to connect you with a credentialed advisor in your community that's experienced and well suited for your personal situation.

STEP THREE

Attend your meeting to begin building your personalized 'Blueprint' — experiencing an entirely new, simple way to plan for retirement.

Your 'Blueprint' analysis is completely FREE, no pressure, and no obligation.

Get a FREE Digital Copy of Ryan and Tyson's Latest Book When You Request Your Personalized Analysis...

Successful retirements don't happen by accident. They result from a plan that Ryan and Tyson can give you.

Their book reveals:

Three myths commonly perpetuated by the media and so-called "financial experts."
How an avalanche of taxes could prove devastating to your retirement dreams
Why 40% of Americans are at risk of going broke during their retirement years
Five retirement buckets that must be addressed, and much much more!

What People Are Saying About B.O.S.S.

The Google reviews shown here come from people who have interacted with or had experience with our financial advisory services. Each reviewer was asked to share their honest experience. No compensation was provided in exchange for these testimonials. Individual experiences may vary, and these reviews are not a guarantee of future results. We've listed some below. Read the full list of reviews on our Google Business profile.

"BOSS people have been very friendly and up front about how they will work for us and how they get paid.

We would recommend them to everyone to get them set for a good financial retirement!"

"We have been with BOSS for several years and have been very happy with the personal service and care we have received. Adam is our advisor, he takes the time to know what our goals are and has helped us begin retirement with confidence that we will be able to enjoy these years without being too concerned about finances.

"We appreciate Zach's willingness to meet on very short notice, in order to discuss a matter of importance to us. We are routinely impressed at how knowledgeable Zach and Brandon are with regard to our current financial situation, as well as helping us to feel secure about our future financial well-being."

"We have been very pleased with the service provided by BOSS Retirement Solutions. They provide us options for our investments, then let us make our decision based on our own needs and goals. We have never felt pressured or intimidated, and have been pleased with the results even in umprecedented difficult times. Our advisors call whenever they feel our input is necessary, or to keep us updated on current events that could warrant our attention. We highly recommend using this company, and feel very comfortable with our decision to plan our retirement with them.

"Zach Mortensen was SO impressive, from day one! He impressed us with his knowledge, compassion and professionalism. We are customers for life and will be making referrals. Thank you, Zach & BOSS!!"

"Thank you Adam for helping me understand my 401K, any questions I had with retirement, my pension, Social security how I can benefit from it? job change if necessary? Your staff have also been very helpful. I would highly recommend Adam Lallas for any of your financial needs. He’s very personal & cares about your future. Appreciate your help & support."

"I set up an appointment for retirement planning. The stag is very professional. I met with a great financial planner. He answered all my questions. We met again. He provided me with an updated financial picture based on my information. It was very helpful. I chose to open an account with BOSS. I’m excited."

"BOSS staff are always warm and friendly, has real concern for our comfort.

Brian is very good at serving us with updates, recommendations for future actions that will save us tax $.

I look forward to our annual review and have seen good positive growth in our portfolio every year.

Thank you very much."

B.O.S.S. Retirement Solutions & Advisors

(800) 637-1031

bossretirement.com

Helping our neighbors 'build an optimal system of security' (B.O.S.S.) for retirement.

Advisory services offered through B.O.S.S. Retirement Advisors, an SEC Registered Investment Advisory firm. Insurance products and services offered through B.O.S.S. Retirement Solutions. The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency. Please note that we are unable to accept any trade requests via email, voice message or text.

BOSS submitted applications and paid application fees to be considered for the Inc. 5000 Fastest Growing Companies and Best of Utah State for Retirement Planning awards. The award results were independently determined by each organizations’ criteria (https://www.inc.com/inc5000/apply/guide and https://www.bestofstate.org/about.html) and the information BOSS provided in the applications. BOSS received the Inc. 5000 award in 2016, 2017, 2018, and 2019. BOSS received the Utah Best of State award in 2019, 2020 and 2021.

Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.